Original filing (PDF)20240108101550NAL0007737040001

WM. SHAUN DALTON, P.A.

Name: WM. SHAUN DALTON, P.A. — WM SHAUN DALTON PA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: WM. SHAUN DALTON, P.A.

Form 5500-SF

FILING_RECEIVED

WM SHAUN DALTON PA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

Late filing · 1.7 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WM. SHAUN DALTON, P.A..

Plan sponsor

Name

WM. SHAUN DALTON, P.A.

EIN

43-2109474all filings

Address

510 HARBOR DR. S · VENICE, FL · 34285

Phone

(239) 248-1907

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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